gravy
14 Apr 2016
Re: Very thorough analysis of CLIN Anyone know why share price drooping?
mcescher
30 Mar 2016
Very thorough analysis of CLIN This website shows CLIN is seriously undervalued: [link]
oldjoe1
02 Mar 2016
CLIN, Broker Upside Estimate.......... <b>Clinigen Group PLC 57.4% Potential Upside Indicated by Peel HuntPosted by: Katherine Hargreaves 2nd March 2016</b>Clinigen Group PLC using EPIC/TICKER code LON:CLIN had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ this morning by analysts at Peel Hunt. Clinigen Group PLC are listed in the Health Care sector within AIM. Peel Hunt have set their target price at 1000 GBX on its stock. This is indicating the analyst believes there is a potential upside of 57.4% from the opening price of 635.5 GBX. Over the last 30 and 90 trading days the company share price has decreased 3.77805799999999 points and decreased 45 points respectively. Clinigen Group PLC LON:CLIN has a 50 day moving average of 652.97 GBX and a 200 day moving average of 670.64 GBX. The 1 year high for the share price is 773.5 GBX while the 52 week low for the share price is 495 GBX. There are currently 114,740,899 shares in issue with the average daily volume traded being 383,240. Market capitalisation for LON:CLIN is £731,358,378 GBP. Clinigen Group PLC is a United Kingdom-based global pharmaceutical and services company. The Company consists of four businesses that provide medicines to patients with unmet needs, through clinical trials, licensed and unlicensed supply. It operates through four segments: Clinigen Clinical Trial Services (CTS), Idis Managed Access (MA), Idis Global Access (GA) and Clinigen Specialty Pharmaceuticals (SP).
oldjoe1
02 Mar 2016
Re: Positive Trading Update <b>INVESTMENT OVERVIEWClinigen unveils latest deal alongside strong set of interimsShare 07:29 02 Mar 2016</b>The company's results reveal a company in rude health - and one still on the acquisition trial.Clinigen unveils latest deal alongside strong set of interimsClinigen seems to have found the formula for financial success.The ambitious specialty pharma group Clinigen (LON:CLIN) revealed the positive financial impact of a recent acquisitions and tie-ups as it unveiled its interim results.Alongside in a separate announcement it said it had bulked up its medicine cabinet with the acquisition of a product called Totect, which is used in cancer care.The terms of the deal with American firm Biocodex were not disclosed, although Clinigen said it is making an upfront payment along with further instalments over the next 12 months.Totect, which is also known as dexrazoxane, reverses the toxic effects of anthracycline, which is used in chemotherapy. It used to repair damage where the cancer drug accidentally leaks outside the vein and into the surrounding tissue.The acquisition, together with Clinigen’s purchase of Savene in 2014, gives the company “a complete global footprint” in this specialist area of medicine.David Moran, managing director of Clinigen’s speciality pharmaceuticals business, said the Totect was “a natural target for us as we continue to focus on acquiring niche, hospital-only therapies”.Separately, the group unveiled its first-half results, which showed a more than doubling of revenues to £157.1mln and a 74% rise in operating profits to £23.5mln.Clinigen’s cash balance grew by 96% compared with a year earlier to £22.1mln, while the interim dividend will be boosted by 18% to 1.3p a share.The results statement revealed the company is starting to feel the benefits from its £225mln purchase of Idis, a specialist in the ethical supply on unlicensed medicines, and Link Healthcare, which has become part of Clinigen’s managed access division.Its global footprint will expand further thanks to a global alliance with NASDAQ-listed Cumberland Pharmaceuticals.Today’s results release showed all the commercial and most of the operational integration is complete at Idis.The firm also told investors that a “revitalisation” of its newer products had driven the strong performance of its speciality pharma division.The company is positioned for a “good” second half, it added."We have made significant progress towards meeting our strategic objectives as a result of the acquisitions of Idis in April and Link Healthcare in October last year, and our alliance with US Specialty Pharmaceuticals company, Cumberland Pharmaceuticals,” said chief executive Peter George. "We are firmly established as the global market leader in the management and supply of unlicensed and clinical trial medicines. We now have the platform to realise considerable organic growth opportunities across a number of markets.Clinigen is essentially four different companies under one roof, although there are synergies between the component parts.Clinical trial services essentially does what it says on the tin – it supplies drugs for clinical trials.There is an ethical dimension to Clinigen in that it provides managed access and global access programmes for drugs, so it might find and distribute medicines for compassionate use.Global access allows a medicine not yet commercially available, or is experiencing temporary supply problems, to be distributed to those in need.Finally, Clinigen has a niche drugs arm for products that don’t fit into the portfolio of mainstream pharmaceutical companies. This business provided the strongest growth in the first half.Share Ian Lyall
BigRat
21 Jan 2016
Positive Trading Update [link] trading update in a bear market. Revenue & gross profit up 100% & 116% respectively on Idis acquisition. Set for improved organic growth & increased global footprint.Recent drop is good buying or topping up opportunity imo.What's not to like.
nk1999
20 Jan 2016
Peel Hunt From Citywire:"Clinigen reaping rewards of transformative yearPharmaceutical company Clinigen (CLINC) has had a ‘transformative’ 12 months thanks to acquisitions and new agreements. Peel Hunt analyst Charles Hall retained his ‘buy’ recommendation and target price of £10.00 on the shares, which fell 5.7% to 598.6p yesterday. ‘The last 12 months has been transformative with the acquisitions of Idis and Link as well as the agreement with Cumberland,’ he said. ‘The benefits do not show through in H1, but will become increasingly apparent. The company has had a solid H1 with pro forma gross profit +4%, with the prospect of a stronger H2 due to the timing of shipments of [herpes treatment] Foscavir as well as projects in clinical trial supply services.‘In addition, the pipeline in managed access is descried as “excellent” and should start to be delivered in H2.’Hall added that the company was ‘well set to develop its global footprint’.‘Unsurprisingly during a period of substantial change the rate of organic growth has slowed. However, there are clear signs of a stronger performance in H2 and the rate of new business wins is encouraging. Clinigen is well positioned to deliver strong growth and is on an attractive rating of 15.8x price earnings to June 2017.’ "nk
myepic
28 Oct 2015
Re: Rising trend Hi Bigrat Thanks for the response , I got in to this a few years back at around 230p so not too phased by the retrace , I had missed the director sells (to busy playing beach bum in Thailand!) hard to know at the moment whether big sells are company specific or people looking at Schiller PE ratios and backing away from the markets The 3rd party interest has always been my thought/hope on this one
BigRat
25 Oct 2015
Re: Rising trend Quite frankly I haven't a clue short term. It's now touched the 200 sma which it has previously been north of. The director sells at 685p have spooked the market a bit although long term I am quietly confident. I have bought back in circa 620p having exited a while back and hope short term it doesn't dive under 600p. AGM this week could put this back in the spotlight with positive updates on recent purchases i.e. Idis and there's always a possibility of third party interest which could put 30% premium on current SP of 618p. Manageable and sensibly managed debt should see further growth through acquisition as well as organic. Broker forecasts still north of 800p. Love to see this list on the main market. Not too worried about this one. I see it as one of my safer ports in a storm (famous last words, lol).
myepic
20 Oct 2015
Re: Rising trend BigRat you were pretty on the money with your forecast back then , any thoughts on the current retrace? Just general market jitters or something Clinegen specific?
BigRat
29 May 2015
Rising trend 200 EMA/SMA rising nicely. Should break out of the 630 - 650 trading range soon.imo DYOR
BigRat
16 May 2015
Re: Over valued? Are you bonkers or what ?[link] are many links to news items about the Idis acquisition & what it means for CLIN.Trading range currently 630p ish. The Idis acquisition is monumental & the most bullish broker forecast is 1000p so think this will easily move higher from here. More good news to come from CLIN - imo.
wineberry
10 May 2015
Over valued? Fantastic run but now well ahead of the last broker analysis that I saw where share price put between 580 and 610p. It's a stupid wide spread which gets quoted, so anyone selling be careful you don't get caught. Any views on current share price?
Kuznetsov
06 May 2015
RNS Black Rock Sale Black Rock's sale of their entire holding of 4.56 million shares is a bit concerning. SP risen as per usual AIM logicKuz
jake_walker
28 Apr 2015
Re: CLIN, Bullish Broker Views......... You still here Joe?Surely not sold....Jake
oldjoe1
20 Mar 2015
CLIN, Bullish Broker Views......... Clin Clinigen Broker Views...........Clinigen Group broker viewsDate Broker Recommendation Price Old target price New target price Notes11 Mar N+1 Singer Buy 527.00 590.00 590.00 Retains03 Mar Investec Hold 527.00 546.00 - Under Review03 Mar Numis Buy 527.00 650.00 770.00 Reiterates
